- Equitable (Charlotte, NC)
- …skills in large and small group settings - in person and virtually + Managed account , mutual fund, and brokerage experience **Preferred Qualifications:** + ... Investment Product Sales Specialist ( 240000AQ ) **Primary Location** : UNITED...events. The products and services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income,… more
- BMO Financial Group (IL)
- …to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility is to provide our clients a superior customer service ... first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with...will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances… more
- Morgan Stanley (Columbus, OH)
- …with all levels of field management to ensure brokerage New Accounts, Account Modifications, and Managed Account Inception/Modification activity (eg, " ... has been appropriately approved using various internal systems. An Accounts Team Specialist will report directly to the Accounts Team Manager. The Accounts Team… more
- City National Bank (New York, NY)
- …markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies ... including: banking, credit, asset management, trust and estate planning, and brokerage . Manages overall relationship profitability and portfolio risk and is… more
- Morgan Stanley (Miami, FL)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... placed on them to mitigate that risk. Exceptions for these limitations are managed by Field personnel in consultation with management. Certain higher risk exception… more